矿业ETF（561330）回调超2.5%，连续5日资金净流入超5亿元，稀土行业管理政策进一步深化催化有色板块

Group 1 - The core viewpoint of the article highlights the deepening and improvement of management policies in the rare earth industry, ensuring China's position in this sector [1] - Announcement No. 56 strengthens the regulation of rare earth processing equipment and raw materials [1] - Announcement No. 57 expands the scope of export controls on medium and heavy rare earths, adding five new elements: holmium, erbium, thulium, europium, and ytterbium, thus all medium and heavy rare earth elements and related items are now regulated [1] Group 2 - Announcement No. 61 addresses regulatory gaps by requiring foreign organizations or individuals exporting products containing Chinese-origin rare earth items or using Chinese technology to apply for export licenses [1] - Announcement No. 62 includes key technologies and related carriers for rare earth exploration, mining, selection, smelting, separation, and deep processing under regulation, marking the first time that rare earth recycling technology is included in the control scope [1] - The policies enhance the autonomous controllability of the entire rare earth industry chain [1] Group 3 - Concerns over increased trade tariffs have strengthened gold's safe-haven attributes, while silver prices have surged due to spot market shortages and warehouse congestion [1] - The mining ETF (561330) tracks the non-ferrous mining index (931892), which selects securities from companies involved in the development of copper, aluminum, lead-zinc, and rare metals to reflect the overall performance of the non-ferrous metal mining industry [1] - The mining ETF (561330) has an excess return of over 10% compared to the CSI non-ferrous index, with a higher concentration of leading companies and a greater proportion of gold, copper, and rare earths [1]